Create service reports for work orders, work order line items, or service appointments and email them directly to customers. Use standard templates, or create variations of your own.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
You can use either Service Reports or Document Builder to create service documents, but only one of these features can be enabled and in use at a time. If you enable Document Builder, the Service Report button is hidden for users. You can continue to use Service Reports, but we suggest adopting Document Builder to get the most out of your service document experience.
Note Service report PDFs don't support right-to-left text layout. For more information, see
Right-to-Left (RTL) Language Support.
- Create Field Service Report Templates
In Field Service, a service report summarizes a work order or service appointment in a PDF that your customers and team members can sign. To control what appears in your service reports, create service report templates. - Create Field Service Customer Reports
In Field Service, create service reports to give your customers summaries of the work that your field service team performed. - Document Builder
Document Builder is the Salesforce Field Service solution for creating richly formatted and branded PDF service documents for your business needs.